Weekly Guru Bargains Highlights: STLD, QSII, GDI, JOY, NTL

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According to GuruFocus updates , these stocks have declined the most since Gurus have bought.

Steel Dynamics ( STLD ): Down 23% Since Joel Greenblatt Bought In the Quarter Ended on 2012-03-31

Joel Greenblatt added to his holdings in Steel company Steel Dynamics by 74.01% during the quarter ended 03/31/2012. His purchase prices were between $14.08 and $16.48, with an estimated average price of $14.13. Since then the prices of Steel Dynamics shares have declined by -23% from the estimated average. Joel Greenblatt owned 190,382 shares of as of 03/31/2012.

Steel Dynamics, Inc. owns and operates a flat-rolled steel mini-mill. Steel Dynamics has a market cap of $2.41 billion; its shares were traded at around $10.87 with a P/E ratio of 11.1 and P/S ratio of 0.3. The dividend yield of Steel Dynamics stocks is 3.6%. Steel Dynamics had an annual average earnings growth of 12.5% over the past 10 years.

Steel Dynamics recently announced first quarter net income of $46 million, or $0.20 per diluted share, on net sales of $2.0 billion. First quarter 2012 earnings were reduced by approximately $0.03 per diluted share.

Joel Greenblatt owns 190,382 shares as of 03/31/2012, an increase of 74.01% from the previous quarter. This position accounts for 0.24% of the $1.15 billion portfolio of Gotham Capital. Ken Fisher owns 12,614 shares as of 03/31/2012, which accounts for less than 0.01% of the $37.47 billion portfolio of Fisher Asset Management, LLC. George Soros sold out his holdings in the quarter that ended on 03/31/2012.

Quality Sys ( QSII ): Down 30% Since Joel Greenblatt Bought In the Quarter Ended on 2012-03-31

Joel Greenblatt initiated holdings in Software company Quality Sys during the quarter ended 03/31/2012. His purchase prices were between $36.27 and $45, with an estimated average price of $39.23. Since then the prices of Quality Sys shares have declined by -30% from the estimated average. Joel Greenblatt owned 4,585 shares of as of 03/31/2012.

Quality Systems, Inc. is one of the developers and providers of computer-based practice management systems for medical and dental group practices. Quality Sys has a market cap of $1.71 billion; its shares were traded at around $27.31 with a P/E ratio of 22.2 and P/S ratio of 4. The dividend yield of Quality Sys stocks is 2.4%. Quality Sys had an annual average earnings growth of 25.8% over the past 10 years. GuruFocus rated Quality Sys the business predictability rank of 3.5-star.

Quality Systems recently reported revenues of $429.8 million for the fiscal year ended March 31, 2012, an increase of 22% compared to $353.4 million for the fiscal year ended March 31, 2011. Net income for fiscal 2012 was $75.7 million, a 23% increase versus net income of $61.6 million for the year ago period. Fully diluted earnings per share for the fiscal year ended 2012 was $1.28, a 21% increase from $1.06 for fiscal 2011.

Joel Greenblatt bought 4,585 shares in the quarter that ended on 03/31/2012, which is 0.017% of the $1.15 billion portfolio of Gotham Capital.

CEO Steven T Plochocki sold 88,500 shares of QSII stock on 02/24/2012 at the average price of 43.99. Steven T Plochocki owns at least 8,000 shares after this. The price of the stock has decreased by 37.92% since. Other insiders have also decreased their positions in the company.

Gardner Denver ( GDI ): Down 27% Since Ray Dalio Bought In the Quarter Ended on 2012-03-31

Ray Dalio initiated holdings in Industrial Machinery company Gardner Denver during the quarter ended 03/31/2012. His purchase prices were between $62.86 and $84.24, with an estimated average price of $68.71. Since then the prices of Gardner Denver shares have declined by -27% from the estimated average. Ray Dalio owned 11,878 shares of as of 03/31/2012.

Gardner Denver, Inc., formerly known as Gardner Denver Machinery Inc. Gardner Denver has a market cap of $2.67 billion; its shares were traded at around $50.26 with a P/E ratio of 9.4 and P/S ratio of 1.1. The dividend yield of Gardner Denver stocks is 0.4%.

Gardner Denver's first quarter 2012 revenues of $604.4 million were up 14% over the same period of 2011. Operating income for the first quarter of 2012 was $79.8 million, an 8% decrease from $86.8 million recorded in the same period of 2011, resulting in a reduction in operating margins of 310 basis points to 13.2%.

Ray Dalio bought 11,878 shares in the quarter that ended on 03/31/2012, which is 0.012% of the $6.43 billion portfolio of Bridgewater Associates. Joel Greenblatt owns 34,016 shares as of 03/31/2012, an increase of 698.31% from the previous quarter. This position accounts for 0.19% of the $1.15 billion portfolio of Gotham Capital. John Keeley owns 263,010 shares as of 03/31/2012, which accounts for 0.34% of the $4.94 billion portfolio of Keeley Fund Management. Mario Gabelli owns 30,600 shares as of 03/31/2012, which accounts for 0.014% of the $13.95 billion portfolio of GAMCO Investors.

President & CEO Barry Pennypacker bought 5,000 shares of GDI stock on 03/09/2012 at the average price of 69.51. Barry Pennypacker owns at least 43,054 shares after this. The price of the stock has decreased by 27.69% since.

Joy Global Inc ( JOY ): Down 29% Since Steven Cohen Bought In the Quarter Ended on 2012-03-31

Steven Cohen added to his holdings in Commercial Vehicles & Trucks company Joy Global Inc by 1366.38% during the quarter ended 03/31/2012. His purchase prices were between $71.1 and $95.71, with an estimated average price of $78.82. Since then the prices of Joy Global Inc shares have declined by -29% from the estimated average. Steven Cohen owned 210,822 shares of as of 03/31/2012.

Joy Global Inc. is a worldwide leader in manufacturing, servicing and distributing equipment for surface mining through its P&H Mining Equipment division and underground mining through its Joy Mining Machinery division. Joy Global Inc has a market cap of $6.15 billion; its shares were traded at around $55.85 with a P/E ratio of 8.7 and P/S ratio of 1.4. The dividend yield of Joy Global Inc stocks is 1.2%. Joy Global Inc had an annual average earnings growth of 37.6% over the past 10 years.

Joy Global recently announced its second quarter 2012 financial results. Second quarter bookings were $1.2 billion, compared to $1.5 billion in the second quarter of last year, a decrease of 19 percent. Net sales increased 45 percent to $1.5 billion compared to the same period last year. Operating income was $333 million in the second quarter of 2012, compared to operating income of $234 million in the second quarter of fiscal 2011, and was 22 percent of sales in both years.

Ray Dalio owns 158,186 shares as of 03/31/2012, an increase of 258.81% from the previous quarter. This position accounts for 0.18% of the $6.43 billion portfolio of Bridgewater Associates. Ken Fisher owns 429,811 shares as of 03/31/2012, an increase of 64.25% from the previous quarter. This position accounts for 0.084% of the $37.47 billion portfolio of Fisher Asset Management, LLC.

President and CEO Michael W Sutherlin sold 16,576 shares of JOY stock on 01/10/2012 at the average price of 81.89. Michael W Sutherlin owns at least 191,736 shares after this. The price of the stock has decreased by 31.8% since. Other insiders have also decreased their positions in the company.

Nortel Inv-Adr ( NTL ): Down 36% Since Jeremy Grantham Bought In the Quarter Ended on 2012-03-31

Jeremy Grantham initiated holdings in Fixed Line Telecommunications company Nortel Inv-adr during the quarter ended 03/31/2012. His purchase prices were between $19.52 and $26.9, with an estimated average price of $22.15. Since then the prices of Nortel Inv-Adr shares have declined by -36% from the estimated average. Jeremy Grantham owned 83,144 shares of as of 03/31/2012.

NORTEL INV-ADR is a holding company organized by Argentine and international investors. Nortel Inv-adr has a market cap of $3.22 billion; its shares were traded at around $14.15 with a P/E ratio of 11.3 and P/S ratio of 0.7. Nortel Inv-adr had an annual average earnings growth of 48.2% over the past 5 years.

Charles Brandes owns 435,768 shares as of 03/31/2012, a decrease of 23.39% of from the previous quarter. This position accounts for 0.097% of the $11.32 billion portfolio of Brandes Investment.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .



The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.



This article appears in: Investing

Referenced Stocks: GDI , JOY , NTL , QSII , STLD

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